Institutional Ownership Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY). We have compiled data on the 208 institutions that hold shares in the stock, with a total of 38.5 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
12,161,035
shares
|
$171 Million
0.01% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,593,579
shares
|
$36.6 Million
0.01% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,878,907
shares
|
$26.5 Million
0.01% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,527,191
shares
|
$21.5 Million
0.01% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,523,373
shares
|
$21.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,132,140
shares
|
$16 Million
0.01% of portfolio
|
Q1 2025
Added 74.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,058,660
shares
|
$14.9 Million
0.35% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
980,285
shares
|
$13.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
961,507
shares
|
$13.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
864,552
shares
|
$12.2 Million
0.0% of portfolio
|
Q1 2025
Added 119.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
802,062
shares
|
$11.3 Million
0.02% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
787,854
shares
|
$11.1 Million
0.0% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
661,482
shares
|
$9.33 Million
5.74% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
635,017
shares
|
$8.95 Million
0.0% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
611,697
shares
|
$8.62 Million
0.02% of portfolio
|
Q1 2025
Added 32.1%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
517,761
shares
|
$7.3 Million
0.02% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
469,533
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
440,644
shares
|
$6.21 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
391,929
shares
|
$5.53 Million
0.01% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
372,373
shares
|
$5.25 Million
1.85% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
324,788
shares
|
$4.58 Million
0.21% of portfolio
|
Q1 2025
Added 1.65%
|
|
|
Heron Bay Capital Management
|
May 13, 2025 Q1 2025 |
316,634
shares
|
$4.46 Million
0.99% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
315,617
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2024
Added 10.5%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
309,948
shares
|
$4.37 Million
0.01% of portfolio
|
Q1 2025
Added 80.64%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
293,792
shares
|
$4.14 Million
0.01% of portfolio
|
Q1 2025
Added 3.65%
|